How to make the most of Veeva My Presentations

Enabling users to build, save and edit custom presentations using pre-approved slides on Veeva CRM for iPad.

The ‘My Presentations’ function on Veeva CRM for iPad (formerly iRep) enables users to quickly and simply create custom presentations within Veeva CRM for iPad by selecting pre-approved slides from configured CLM presentations downloaded to the Veeva CRM for iPad media library.

Once a custom presentation has been created and saved, it becomes available for use with customers in the same way as a standard CLM presentation. Custom presentations also become an integral part of the Veeva CLM system and, if saved against a customer account during a call, will record standard Veeva analytics (slide use and duration). This can be analysed to provide insights at a local/market/regional/global level.

Users can amend and manage saved presentations, at any point, by accessing them via the ‘My Presentations’ window.

The source CLM presentations and the slides available to users in ‘My Presentations’ is configured centrally. Mandatory content slides can be associated to any slide to meet compliance requirements.

Updates to slides can be done centrally and pushed to users and all slides within existing custom presentations will be automatically updated when a device is synchronized.

Veeva My Presentations walk-through

Creating a custom presentation

new presentation

Users can create and name the custom presentation via the + icon in the ‘Manage My Presentations’ window. Users should be given clear guidance on effective naming convention to optimise presentation identification and management in Veeva CRM for iPad.

Accessing/using the slide library

Accessing slides

Slides available to the user for use in ‘My Presentations’ are displayed down the left hand side of the page. They are grouped by presentation and can be filtered by product using the field at the top of the menu.

Each slide is represented by a 20x15mm thumbnail and text description (max 62 characters – optimal display 40 characters or less). So it is important to adopt and implement a clear and logical convention for slide descriptors.

Building a presentation

building a presentation

User must tap a slide to add it to the custom presentation. Selected slides appear in the slide sorter window and are represented by a larger 40x30mm thumbnail and description (max 62 characters). Note: thumbnails and descriptions cannot be different in these two views, so we recommend that they are optimised for display when at their smallest on left hand side menu).

A maximum of 9 slides can be seen in the slide sorter window at any one time. A user can tap and drag slides into preferred order.

Slides that have mandatory slide(s) linked to them are identified with an orange arrow icon top right of the thumbnail. N.B: mandatory slides are not displayed on the slide sorter page but are moved automatically if the linked parent slide position is changed.

Presentation properties

custom presentation properties

The user can access and edit properties for saved custom presentations.

veeva presentation properties

Default properties are available and could potentially add other/custom properties/fields to improve user experience (e.g customer segment). Changes to properties would be implemented by client IT.

Accessing saved presentations

Access saved presentations

User created custom presentations are accessed and displayed via the standard media viewer page on Veeva CRM for iPad. They are automatically grouped by Veeva CRM for iPad under the ‘My Presentations’ directory in the folder hierarchy. For enhanced management presentations, these can be associated to existing or custom Veeva directories and filtered using the folder hierarchy function in Veeva CRM for iPad.

Presentations are represented by a thumbnail with presentation name displayed below. Veeva CRM for iPad uses the thumbnail associated to the first slide in that presentation. Compliance consideration should be given to thumbnails and presentation names as these may be seen by customers whilst the user is launching a presentation via the media viewer page.

We hope you found our guide to My Presentations useful. You can find out more about our approach to Veeva here, or get in touch to discuss your Veeva challenges.

For the administrators and the more technically minded out there we have also included some basic information on technical and configuration requirements, see below…enjoy!

The Nitty Gritty

‘My Presentations’ technical requirements (top level):

  • Target user group have access to current version of Veeva CRM on iPad/Windows Tablet
  • Client Veeva is configured with user profile distinct to target users
  • Target user profile is correctly configured to enable ‘My Presentations’ functionality (n.b also need ensuring privacy settings are in place to prevent custom presentation sharing between users). If not currently configured, client IT will need to implement (assumes no commercial/regulatory conflicts globally and at market level)
  • Source CLM presentations

Veeva configuration requirements

Required permissions for target user profile:

  • Full permissions on the CLM_Presentation_vod and CLM_Presentation_Slide_vod objects
  • Security settings on CLM_Presentation_vod must be set to private (to prevent users from receiving custom presentations created by other users)
  • Set grant access using hierarchies to false on the CLM presentation and CLM presentation slides objects to prevent managers from syncing their subordinates’ custom presentations
  • Create a sharing rule to provide users access to presentations created by content administrators (e.g. Type_vod NOT EQUAL to ‘Custom’)
  • Read/write access to the Mobile_ID_vod field on CLM_Presentation_vod and CLM_Presentation_Slide_vod objects
  • Read/write access to the Type_vod field on CLM_Presentation_vod

Optional configuration for target user profile (to improve My Presentations UX and presentation management on device):

  • To enable custom presentations to contain key messages from multiple products MULTI_PROD_USER_DEFINED_PRESENTATION_vod
  • Presentations folder hierarchy – need read permissions to the Directory_vod field on the CLM_Presentation_vod object, an active VMobile Object Configuration record for the Directory_vod object and read only access to the Directory_vod object
  • To enable user to create directories via Veeva CLM online portal (assuming have content admin rights)
    • Enable read, create, modify, delete access to the Directory_vod object.
    • Required to have edit access on Name and Parent_Directory_vod field
    • Read access to Level_vod
    • Enable access to the CLM_vod record type for the Directory_vod object
    • Enable the directory tab
    • Provide edit access to the Directory_vod field on CLM_Presentation_vod
    • Add the Directory_vod field on the appropriate page layouts for CLM_Presentation_vod.

Veeva Sunrise UI – key interface updates to look out for

Early access – take a sneak peek at the highlights and key features from Veeva’s new Sunrise User Interface.

Veeva’s all new Sunrise User Interface is a ground-up rebuild, completely refreshing the look and feel after six years.

All Veeva CRM for iPad users will receive the upgrade automatically as part of the 18R2 release August 2018.

They have focussed on streamlining the user experience, with a smoother workflow that requires fewer clicks to access information and take actions.

At its core is a dashboard providing immediate access to a wide variety of information, without having to dig through several layers of screens to locate it.

The orange bar at the top of the screen – the Sunrise bar from which the UI takes its name – provides quick access to reports. It is worth noting that this will not appear in Media Presentations as existing DSAs do not need to be redesigned to fit into a smaller screen size – the Media Player still takes over the entire screen.

graphs in Veeva sunrise

Across the bottom of the screen are icons to access the usual tasks needed to be completed during the average working day for field force representatives.

A lot of work has been put into maximising the screen real estate available for information and minimising the clutter of components and controls. The account list now spreads right across the screen.

Sunrise contact list

Also, actions can be completed directly from the account list, reducing the number of click throughs needed.

Actions in Sunrise contact list

Filtering of the account list can also be performed directly from the same screen, the search bar has moved and the entire screen width is now utilised.

filtering in sunrise contact list

There is now a combined view of account and call history information, streamlining access to data by holding everything in a single screen:

sunrise account filtering

The calendar view has been reworked to give a high level overview of diary and accounts in the same place:

calendar view rework

Comparing the new Sunrise interface to the old

The accounts screen is now far more streamlined with much more information available at a glance:

My Accounts - Comparison

And the cards in the calendar are now packed with information to make them far more useful:

My Schedule - Comparison

The Agenda view has also been reworked, again with an emphasis on providing extra information within a single screen.


Calendaring is also improved with the creation of appointments being made much easier with a direct view of the dates and times.


Certain screens have not been totally redesigned but have been re-skinned for a much cleaner and more current view.


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How to get the most from Veeva CRM MyInsights

What is Veeva CRM MyInsights?

Veeva CRM MyInsights delivers real-time information assisting the field force in taking immediate action improving effectiveness. It gives the field force access directly on the iPad, without additional licence costs, to data normally buried in expensive Head Office Business Intelligence tools. Click here to skip to some brand new examples of MyInsights in the wild.

What are the benefits?

Real-time insight

Veeva CRM MyInsights empowers your field force to analyse their own data directly on the iPad before or after a call. Reducing the duration of the feedback cycle and closing the loop in real time means reps can see the results and act on them there and then.

Real-time access to data means a rep could be informed as they walk into a meeting that five minutes earlier the HCP was reading up on the drug they are about to present.

Consistent information delivery

Veeva CRM MyInsights provides a single source for all data. Field forces can access their MyInsights report in the same place they look at their account details, call history and plan their day; and there’s no need to manually correlate data from multiple different tools, which may not all be consistent with each other if their update cycles are not synchronised.

Integration with other channels means the reports can highlight to a rep if a given HCP has accessed materials via another channel. For example, if the HCP has been looking at a particular drug’s Prescribing Information, if this had been captured by the Salesforce cloud underpinning Veeva this information could be made available to the rep in order to inform the upcoming conversation.

Flexible technology

Industry standard technology allows for massive flexibility in layout and design – anything that can be done on a web page can be done in Veeva CRM MyInsights. There are a number of existing dashboards provided with Veeva, but as they’ve been written using open standards, they can be customised to suit your individual requirements and preferences.

The depth of data analysis is not limited, although the recommendation would be to keep it light. Analysis can provide recommendations for the channels and messages which resonate most with a given type of customer.

Custom report layouts

This allows you to target the information reps require, where and when they need it. By using the flexibility inherent in an HTML5 presentation, data can be presented in multiple formats and using multiple analysis methods. For example, a territory manager may be interested in a cross-sectional view of data by area; a representative may wish to see a timeline view of their interactions with a specific HCP; and the team as a whole may be interested in a longitudinal analysis of overall trends in the franchise area. Reports can be account based or territory based.

The flexibility of the HTML reporting means your Veeva CRM MyInsights accredited developer can produce a wide range of dashboards. They can even be interactive, allowing reps to filter and drill down into the data to find the insights they need the most.

Get ready for Veeva Sunrise User Interface

Veeva Sunrise User Interface for Veeva CRM, combining MyInsights dashboards and intuitive user interface design to deliver powerful insights and more productive reps is imminent! Improvements include:

Actionable Insights

The Sunrise release of MyInsights will make the information directly actionable, with seamless navigation from MyInsights to native CRM screens. See something interesting in a report? Click on it and jump straight to where you can do something about it – e.g your accounts screen, approved email or similar entry points.

Direct Access

Veeva has performed a ground-up rebuild of their User Interface, completely refreshing the look and feel after six years. They have focussed on streamlining the user experience, with a smoother workflow that requires fewer clicks to access information and take actions.

The orange bar at the top of the screen (the Sunrise bar from which the UI takes its name) provides quick access to reports. This places MyInsights reports front and centre for the rep, with a single click to bring up a report such as the below:

InsightReport ipad

What can MyInsights look like?

Product sales trends reports
Veeva CRM MyInsights Product Sales Trends Reports
KOL Profiles
Veeva CRM MyInsights KOL Profiles
Territory level call activity filtered by product
Veeva CRM MyInsights Territory Level Call Activity
Territory level dashboard visualising specific multichannel activity, e.g. approved email
Veeva CRM MyInsights Territory Level Dashboard
Account level insights into call activity
Veeva CRM MyInsights Account Level Insights into Call Activity
Product inventory levels
Veeva CRM MyInsights Product Inventory Levels

So what do I do now?

If you want to empower your reps in real time, get in touch with a Veeva CRM MyInsights approved developer to evaluate feasibility and pull together a roll-out plan.

Here are our tips to help you achieve the full potential of Veeva CRM MyInsights…

1. Define each target audience and map out the key points in your business processes: This will help you identify the business processes that would benefit from an additional level of insight.

2. Proactively survey sales, training, marketing, medical teams, business informatics and other relevant stakeholders: This will help you establish the most important information they need so that your first set of reports are ready to go on launch day.

3. Work with your design agency and Veeva CRM MyInsights approved developers to build and deploy an intuitive and engaging Veeva CRM MyInsights dashboard: This will inform and empower your field force so they are even more effective in their territory planning, key account management and 1:1 calls with their customers.

Here are some more custom, creative and innovative uses for MyInsights to get you thinking…

  • Visualise activity by customer segmentation

Designed to facilitate the effective delivery of a customer segmentation model at a territory level. This real time reporting dashboard enables reps to monitor their performance in terms of delivering the correct portfolio of key messages to each customer segment.

MyInsights segmentation dashboard


The dashboard displays the next customer call, highlighting the customer segment, and suggests a call objective. Coloured bars compare the messaging delivered to customer segments against target with a large bar to show the percentage of key message types delivered to each segment and the smaller lower bar showing the targeted key message mix, allowing an easy check of messaging to target.

A more graphical view can also be pulled up:

spidergram in myinsights dashboard

  • Geographically locate target areas for visits, showing performance to target and customer recruitment for medical education events

Geographical myinsights dashboard


  • Delegate recruitment accelerator

Recruiting for events is hard and there can be a lack of visibility around progress. A dashboard enables for effective recruitment at national and local events. By giving real time insights into progress the reps are motivated to achieve their target and have a direct, clear call to action.  

Displays target customers, categorised by invitation status and listed oldest first so the rep has clear direction for follow up/action. Action is taken directly from the MyInsights dashboard, e.g. sending reminder emails.

meetings dashboard

recruitment accelerator CRM function


  • In Field CLM Trainer

A dashboard can display the key message display order and duration from the previous five customer calls, together with customer specifics and call objective. This allows discussion of delivery against KPIs, gap and needs analysis, HCP preferences and challenges in navigation and touchpoints of DSA in the call flow.

CLM trainer in MyInsights

It is also possible to visualise CLM sessions using a Sankey diagram, for full flow analysis.

Sankey diagrams in MyInsights

Some further ideas:

  • Bubble charts (e.g. local KOL influence against brand engagement and frequency of rep contact)
  • Track customer recruitment for medical education events
  • Motivate and challenge field force by showing performance to target and/or rank against best and worst performers
  • KOL profile summaries
  • View product ordering status
  • Measure and plan target customer coverage and call frequency
  • Analyse product performance
  • Evaluate customer engagement with multichannel activity

To learn more about Veeva CRM MyInsights, please get in touch with our Veeva Level 4 certified digital development team on +44 (0) 1480 877 321 or drop us a line via our contact form to discuss how twentyeightb can help you maximise the potential of Veeva CRM MyInsights for your brand.

What to expect from the all new Veeva Brand Portals

With Veeva’s all new Brand Portals coming as part of their big 17R3 release in December, here’s our sneak peek of the most exciting features that are set to be unveiled.

What is a Veeva Brand Portal?

The Brand Portals will be offered as part of the current Vault licence fee and will support multiple brand levels, making it possible to have an above-brand portal with security rights for different users to the brands below that level.

What does this mean in practice? Ultimately, a single central source of global brand materials that maximises content reuse and compliance visibility. This content can then be accessed via a lower level affiliate Brand Portal where localised and approved versions can be held, accessed and reused.

Add in the ability to customise logos and colour schemes and the new Brand Portal will offer a much more bespoke, brand oriented user experience.

The Portal will also be available for Med Comms and Value Comms (Promomats) vaults, with all Vault content being accessible via these Portals. Users with access to multiple Portals land on a Portal Selector page at login and can select the Portal they want to enter from there. These Portals have the potential to become a one stop shop for many key communications projects such as Value Communications Toolkits. Keeping everything in one place and reducing the admin and compliance burden dangles the tempting potential of significant savings for Pharma. This is especially true when compared to the alternative of building and hosting such tools on various disparate generic platforms such as SharePoint, Joomla and Huddle.


Screenshot of Veeva Brand Portals


What will a Veeva Brand Portal be like to use?

This time around Veeva have really gone all out to create a bespoke user experience by introducing a number of useful new widgets and tools. Here’s the low-down on the new features.


A slide carousel provides quick access to documents in an intuitive fashion.


A series of top level filters form a quick access toolbar for direct links to relevant materials:

  • Announcements
  • Market Access
  • Presentations
  • References
  • Videos

Highlighted materials

Further sections of the portal home page offer rapid retrieval of relevant information and ability for brand managers to direct representatives and affiliates to the items of interest.

Featured items

These are items specifically curated by the brand team.

Most popular

Automatically generated by analysis of Vault downloads.

Recently added

Automatically generated by date of upload.

Each item has a state and classification with colour coding, e.g. green for “Approved for Distribution”. This allows rapid assembly of a presentation using the most appropriate materials.


Brand managers can set announcements on their page, alerting users to updates, perhaps highlighting new or prime content.


There is a search facility to find materials containing a given text or tag (provided the content is semantic).

Results are presented in a Tile view to allow for rapid identification of the correct asset.
Faceted Search allows for filtering of the results to narrow down to the area required (e.g. CLM Presentations, Market Access Materials, References).

It is also possible to filter by owner, reviewer, country, status and product. So for example you could specify all UK materials for Cholecap which are waiting for approval and have Joe Brown as the reviewer.

Document metrics

Vault now allows capture of metrics on viewing, downloading and rendition downloads of materials from Vault.

  • Total document activities
  • Total downloads
  • Total copies
  • Usage by channel (E.g. each brand accessing common materials – helicopter view)
  • Most popular document types
  • Most popular documents
  • Most active users

These metrics are available in an easy-to-view dashboard.

Referencing in Vault

All references are now linked up – blue highlights in the rendition within Vault connect up to the source reference document that will appear in a popup window. The specific aspect of a reference document will be found, with no need to switch into annotation mode or review one by one in the annotation pane.

It’s also now possible to link internally to a document, in the same manner as using # anchors in HTML pages.

Bookmarks now connect directly to the area in the document where the bookmark was placed. These features enable users to navigate large and unwieldy documents much more quickly and easily.

Are Veeva Brand Portals a positive development?

With these enhancements, Veeva have moved away from Vault being a simple repository with a user interface geared towards more IT-savvy users. It is now possible to create an attractive, intuitive and easy to access portal to pull together content that is accessible to all. Veeva Brand Portals looks set to maximise the benefits of a single source approach to digital asset management and further streamline the creation-approval-distribution cycle – a development that Pharma has been crying out for. We’re sure that the team at twentyeightb won’t be the only ones looking forward to Veeva rolling this out in December.

For more information look out for Veeva’s Brand Portal Public Education Webinar to be held this January 2018. Or if you’re interested in learning more about the services that we offer as Veeva CLM development specialists, feel free to get in touch with our team of experts.